...
- Create a filter and either:
- Apply it only to the list for which it was created.
- Apply it to multiple record types (see Filters#Global Global Filters) .
- Create any number of Filters for a list, and any amount of criteria for each Filter.
- Create a Filter and apply it to a list without saving it; you will not be able to re-apply it to the list.
- Create a Filter and save it; the filter is automatically applied to the list and saved so that you will be able to re-apply it to the list at any time.
- Save a previously saved Filter under a different name. You can edit the re-named Filter and apply it to the same list as the original Filter at any time.
...
You also can create a quick, one-time filter (it is not saved) that allows you to sort a list by record name (see Filters#Go Go To Filter).
| Anchor | ||||
|---|---|---|---|---|
|
...
Step 1 | From the Services, select the record type list for which you want to apply a filter. |
|---|---|
Step 2 | Click the Filter... button in the List task bar that displays at the top of the list. A Filter Details pop-up dialog displays. |
Step 3 | In the Filters#Visible Visible To field, select whether you want the Filter to be visible to only to the logged in user, to any logged in user, or to any logged in user that belongs to the same user group as the logged in user. |
Step 4 | If you want the filter to be available for use for all record type that use filters, click the Filters#global global checkbox. |
Step 5 | Using the field descriptions below as a guide, select criteria for the Filter. |
Step 6 | When you have selected the filter criteria, you can: If you want to save the Filter, you must enter a Name for it. You do not have to enter a Name for a Filter if you only want to apply it. |
| Note | ||
|---|---|---|
| ||
You also can create a filter by viewing a saved filter on the Filters#Filters Filters list and clicking the Save As... button. This new filter applies only to the record type list of the saved filter, but you can change any of its filter criteria. |
...
Step 1 | On the List task bar, click the Filter drop-down list arrow to display a list of all existing Filters for this list. |
|---|---|
Step 2 | Click the Filter that you want to apply to the list. The list displays only those records that match the criteria of the selected Filter, which now is identified in the Filter field. |
...
Step 1 | Create and save a Filter. |
|---|---|
Step 2 | Apply the Filter to the list. The Name of the Filter is identified in the Filter field of the List task bar. |
Step 3 | Click the Filter button in the List task bar to display the Filter Details for the applied Filter. |
Step 4 | Click the Pin Filter button, and then click the Close button. (You do not have to click the Update button, as no changes were made to the details.) The pinned Filter has now become the default Filter for this list. |
...
Step 1 | Click the Filter drop-down list arrow of the List task bar to display the list of all Filters for the list. The pinned Filter is identified with a check mark in the Pinned column. |
|---|---|
Step 2 | Click the pinned Filter to apply it to the list. |
Step 3 | Click the Filter button on the List task bar to display the Filter Details for the pinned Filter. |
Step 4 | Click the Unpin Filter button, and then click the Close button. (You do not have to click the Update button, as no changes were made to the details.) The pinned Filter is no longer the default Filter for this list (although the unpinned Filter remains as the currently selected Filter for the list). |
...
Step 1 | From the Administration navigation pane, select Configuration > Filters. The Filters list displays. | |||||
|---|---|---|---|---|---|---|
Step 2 | Click the Details icon next to a Filter Name or click anywhere in the Filter row to display Details for that Filter.
|
...
Field Name | Description | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Details | This section contains detailed information about the Filter record. | |||||||||||
| Universal Controller table (record type) to which this Filter applies. | |||||||||||
| Indication for whether or not this filter will be available for multiple record types (see Filters#Global Global Filters). | |||||||||||
| Users that can see this Filter in the Filters drop-down list and apply the Filter to the list.
| |||||||||||
| Name of this Filter. | |||||||||||
| This section contains the criteria for the Filter. | |||||||||||
| Specifies that when this Filter is applied, the list will displays all records that match all of the criteria. | |||||||||||
Match Any | Specifies that when this Filter is applied, the list will displays all records that match any of the criteria. | |||||||||||
| Allows you to add three criteria fields for this Filter:
| |||||||||||
Buttons | This section identifies the buttons displayed above and below the Filter Details that let you perform various actions. | |||||||||||
Save | For a new Filter; applies the Filter to the list and saves a new Filter record in the Controller database. | |||||||||||
| For saved Filters; Creates a copy of the filter with a different Filters#Name Name and/or Filters#Visible Visible To fields. | |||||||||||
Apply Filter | For a new, unsaved Filter; applies the filter to the list. | |||||||||||
Pin Filter | For a Filter; allows you to pin (select) the Filter as the default Filter for the list. | |||||||||||
Unpin Filter | For a Filter; allows you to unpin (de-select) the Filter as the default Filter for the list. | |||||||||||
Clear Filter | For saved Filters; clears the Filter of all criteria field values. | |||||||||||
Update |
| |||||||||||
New | Displays empty (except for default values) Details for creating a new record. | |||||||||||
Delete |
| |||||||||||
Refresh | Refreshes any dynamic data displayed in the Details. | |||||||||||
Close | For pop-up view only; closes the pop-up view of this Filter. |
...
For records that have one or more fields in which you can enter a variable instead of selecting a record type, the first of the three Filters#Filter Filter Criteria fields includes two selections:
- <record type>Variable
- <record type>Unresolved
...
Apply this filter criteria to list all tasks for which the Agent Variable field has been check marked.
Example 2
Apply this filter criteria to list all tasks for which the Agent Variable field has been check marked and which contain the characters stonebranch in the Agent field, which identifies and Agent variable Highest Instance Time in Seconds is greater than 30 and the task Name contains the characters stonebranch.
| Anchor | ||||
|---|---|---|---|---|
|
...
Step 1 | From the Services, select the record type list for which you want to apply a filter. | |||||
|---|---|---|---|---|---|---|
Step 2 | ||||||
Step 3 | Select an operator for the Go To filter (the current value of the Go To Operator user preference displays by default), enter a full or partial record name, and click the Go button. The list then will display only records that match your Go To filter selections.
|
